Are you interested in opening an S-Corp, C-Corp, LLC, Partnership, or Trust account? Then you're in the right place. Although it is the 21st century, entity accounts do require some paperwork in addition to your electronic application.

We want to make sure it's smooth sailing for you when you're filling out your entity account application, so that's why we created a step-by-step illustrated guide to help you get set up. 

tastyworks does not accept not-for-profit entity accounts (S-Corp, C-Corp, LLC, and Partnerships). However, all trust accounts are accepted. Additionally, tastyworks does not accept international entity accounts.

How to open an Entity Account 

Instructions for opening an S-Corp, C-Corp, LLC, Partnership, or Trust account

To navigate, please use the arrows, < or >, beneath the image in the black toolbar.

Gather up the following before starting your entity account application

Market Data for Entity Accounts

After submitting your entity application, an account classified as a professional will receive four professional data forms from our accounts team. To learn if your account may classify as a professional, please click here. To view market data fees and form guides for the professional data forms, please click here.